Position SummaryThe Solutions Consultant is a customer-facing member of the Professional Services team who helps nonprofit organizations solve fundraising, operational, and system challenges. This role combines nonprofit expertise, consultative problem-solving, and hands-on system experience to design practical solutions, guide advanced customers, and strengthen how Professional Services delivers repeatable services.
Responsibilities- Serve as a Virtuous expert, with a thorough understanding of the Virtuous suite of products and the ability to clearly communicate complex functionality to customers and internal teams.
- Lead consulting sessions to understand customer goals, evaluate current processes, identify challenges, and recommend practical solutions.
- Understand nonprofit fundraising goals and translate them into scalable solutions across the Virtuous platform.
- Advise customers on responsive fundraising practices and how to use automation, segmentation, and personalization to strengthen donor retention and lifetime value.
- Design end-to-end donor engagement journeys that incorporate digital channels, responsive automation, and actionable insights.
- Assess customers' broader system landscapes and advise how Virtuous should connect with or work alongside other platforms.
- Design and configure customer solutions, including automations, reports and dashboards, receipt templates, and giving forms.
- Deliver advanced, role-based training and create supporting guides, documentation, and customer resources.
- Manage assigned Professional Services engagements, including scope, billable hours, timelines, deliverables, and customer communication.
- Document successful solutions, configurations, and best practices in a shared repository for future use by the Professional Services team.
- Identify recurring customer needs and recommend improvements to existing Professional Services offerings or opportunities for new offerings.
- Collaborate with Customer Success, Sales, Onboarding, Product, Development, and other Professional Services team members to support successful customer outcomes.
You Must Have- Five or more years of relevant experience, including working in or consulting for nonprofit organizations, with a strong understanding of fundraising operations and donor engagement.
- Hands-on experience administering, configuring, or consulting in a nonprofit CRM, fundraising, or marketing automation platform.
- Consultative problem-solving experience, including translating customer needs into practical system and process solutions and configuring workflows, automations, reports, forms, or similar tools.
- Experience delivering technical or process training to customers with different levels of technical knowledge.
- Comfort working with data, spreadsheets, queries, reporting tools, and business intelligence concepts.
- Strong communication, facilitation, presentation, and documentation skills.
- The ability to manage multiple billable customer engagements, competing priorities, and deadlines in a fast-paced environment.
- Comfort using AI tools responsibly to research, analyze, document, and improve solutions.
- The ability to travel occasionally for customer engagements.
Nice to Have
- Prior experience with Virtuous CRM and related Virtuous products.
- Experience working across multiple nonprofit systems, including integrations, APIs, and how data moves between platforms.
- Professional Services, nonprofit technology consulting, SaaS implementation, or customer enablement experience.
- Experience developing service offerings, delivery playbooks, or internal solution repositories.
- Working knowledge of HTML and CSS for building and customizing receipt and email templates, giving forms, and other customer-facing assets. Familiarity with SQL is also helpful.
What We Offer- Market competitive pay leveraging Carta data
- Employee recognition through Bonusly (birthdays, anniversaries, achievements, etc.)
- 401(k) retirement plan with company matching- 50% match up to 6% of compensation after 90 days
- We value our employee's work-life balance and encourage taking advantage of Unlimited PTO
- Supportive time off including paid volunteer days and company holidays
- Employer-contributed healthcare benefits, encompassing medical, dental, and vision coverage, with plans available for dependents and choices for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
- 12 weeks primary parent leave, 4 weeks secondary parent leave - full pay (adoption as well)
- We pride ourselves on Community and host exciting company outings and events.
